See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,174 | $85,790+224.3% | $67,313+313.3% | $135,375+105.5% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -4.58% | -0.54%-4.0pp | -4.08%-0.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,719 | $4,651+152.0% | $3,568+228.4% | $5,609+108.9% |
| Admin fee / account holder | $35,194 | $6,392+450.6% | $4,507+680.9% | $10,827+225.1% |